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Vanguard Information Technology ETF
VGT

Overview Fund Activity

1,386 hedge funds and large institutions have $23.4B invested in Vanguard Information Technology ETF in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 435 increasing their positions, 445 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
+144
Holders Change %
+11.59%
% of All Funds
20.32%
Holding in Top 10
102
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.09%
% of All Funds
1.5%
New
219
Increased
435
Reduced
445
Closed
56
Calls
$181M
Puts
$292M
Net Calls
-$112M
Net Calls Change
-$139M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$975M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$123M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$62.3M
5
Barclays
Barclays
United Kingdom
+$57.2M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$170M
2
LWM
Liberty Wealth Management
California
-$163M
3
Bank of America
Bank of America
North Carolina
-$65.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$59M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
676
Ballentine Partners
Massachusetts
$885K – – –
FA
677
Fountainhead AM
New Jersey
$878K +$147K +303 +20%
KFI
678
Key Financial Inc
Pennsylvania
$876K – – –
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$875K – – –
SF
680
Safeguard Financial
Wisconsin
$873K +$597K +1,234 +216%
AWM
681
Altus Wealth Management
Kentucky
$870K – – –
CPA
682
Cardiff Park Advisors
California
$869K +$2.42K +5 +0.3%
AWA
683
Arete Wealth Advisors
Illinois
$867K +$72.1K +149 +9%
CS
684
Credit Suisse
Switzerland
$860K -$16.7M -34,408 -95%
Vontobel Holding
685
Vontobel Holding
Switzerland
$848K -$290K -600 -26%
Belvedere Trading
686
Belvedere Trading
Illinois
$846K +$704K +1,454 +495%
MSWMA
687
Market Street Wealth Management Advisors
Indiana
$846K -$281K -581 -25%
BJL
688
Brighton Jones LLC
Washington
$835K +$109K +226 +15%
PWP
689
Private Wealth Partners
California
$834K – – –
WPW
690
Waldron Private Wealth
Pennsylvania
$832K -$84.2K -174 -9%
RWM
691
Ritholtz Wealth Management
New York
$828K +$21.8K +45 +3%
B
692
Bensler
Washington
$827K +$14.5K +30 +2%
CWMGP
693
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$823K – – –
OBWG
694
Onyx Bridge Wealth Group
New York
$817K -$59K -122 -7%
PCM
695
Parsons Capital Management
Rhode Island
$815K -$5.81K -12 -0.7%
CD
696
Chapin Davis
Maryland
$804K +$16.5K +34 +2%
PTC
697
Private Trust Company
Ohio
$804K -$83.3K -172 -9%
S
698
SignatureFD
Georgia
$804K +$128K +265 +19%
RWA
699
Redhawk Wealth Advisors
Minnesota
$801K +$801K +1,655 New
CPC
700
Cookson Peirce & Co
Pennsylvania
$801K – – –
26 27
28
29 30